Distillate Capital Partners LLC
Q2 2026 13F filing
Updated 27 days ago118 disclosed positions worth $1.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MRK MERCK & CO INC | $48.5M | 377.1K | 2.52% | — |
| 2 | C CRM SALESFORCE INC | $43.5M | 277.7K | 2.26% | — |
| 3 | C CCZ COMCAST CORP NEW | $40.8M | 1.68M | 2.12% | — |
| 4 | A ABBV ABBVIE INC | $38.9M | 154.8K | 2.03% | — |
| 5 | U UBER UBER TECHNOLOGIES INC | $34.8M | 481.7K | 1.81% | — |
| 6 | A ACN ACCENTURE PLC IRELAND | $34.7M | 278.8K | 1.80% | — |
| 7 | B BKNG BOOKING HOLDINGS INC | $30.4M | 170.7K | 1.58% | — |
| 8 | C CI THE CIGNA GROUP | $29M | 105.2K | 1.51% | — |
| 9 | M MO ALTRIA GROUP INC | $28.9M | 402.2K | 1.50% | — |
| 10 | M MPC MARATHON PETE CORP | $28.3M | 110.7K | 1.47% | — |
| 11 | T TMUSL T-MOBILE US INC | $26.7M | 159.0K | 1.39% | — |
| 12 | A ADBE ADOBE INC | $26.3M | 128.4K | 1.37% | — |
| 13 | U UNH UNITEDHEALTH GROUP INC | $25.8M | 62.1K | 1.34% | — |
| 14 | A ADP AUTOMATIC DATA PROCESSING IN | $25.6M | 114.2K | 1.33% | — |
| 15 | A ABT ABBOTT LABORATORIES | $24M | 264.0K | 1.25% | — |
| 16 | M MRSH MARSH & MCLENNAN COS INC | $23.2M | 139.2K | 1.21% | — |
| 17 | I ICE INTERCONTINENTAL EXCHANGE IN | $23.1M | 187.5K | 1.20% | — |
| 18 | A AJG GALLAGHER ARTHUR J & CO | $23.1M | 100.4K | 1.20% | — |
| 19 | P PYPL PAYPAL HLDGS INC | $22.9M | 531.0K | 1.19% | — |
| 20 | C CME CME GROUP INC | $22.9M | 103.6K | 1.19% | — |
| 21 | G GPN GLOBAL PMTS INC | $22.5M | 310.5K | 1.17% | — |
| 22 | R REGN REGENERON PHARMACEUTICALS | $22.5M | 36.1K | 1.17% | — |
| 23 | F FANG DIAMONDBACK ENERGY INC | $22.1M | 125.7K | 1.15% | — |
| 24 | A AON AON PLC | $22M | 66.3K | 1.14% | — |
| 25 | F FDX FEDEX CORP | $21.8M | 69.7K | 1.14% | — |
| 26 | G GD GENERAL DYNAMICS CORP | $21.3M | 60.0K | 1.11% | — |
| 27 | O OC OWENS CORNING NEW | $21.2M | 133.2K | 1.10% | — |
| 28 | I INTU INTUIT | $21M | 80.3K | 1.09% | — |
| 29 | D DNP D R HORTON INC | $20.9M | 128.5K | 1.09% | — |
| 30 | F FOX FOX CORP | $20.1M | 384.8K | 1.04% | — |
| 31 | P PHM PULTE GROUP INC | $19.6M | 142.9K | 1.02% | — |
| 32 | A ADSK AUTODESK INC | $19.6M | 100.8K | 1.02% | — |
| 33 | C CTSH COGNIZANT TECHNOLOGY SOLUTIO | $19.5M | 504.0K | 1.01% | — |
| 34 | A ABNB AIRBNB INC | $19.4M | 135.8K | 1.01% | — |
| 35 | O OMC OMNICOM GROUP INC | $19.3M | 265.1K | 1.00% | — |
| 36 | B BSX BOSTON SCIENTIFIC CORP | $19.2M | 450.9K | 1.00% | — |
| 37 | M MCK MCKESSON CORP | $19.1M | 25.3K | 0.99% | — |
| 38 | P PR PERMIAN RESOURCES CORP | $19.1M | 1.04M | 0.99% | — |
| 39 | N NTAP NETAPP INC | $18.6M | 120.5K | 0.97% | — |
| 40 | V VST VISTRA CORP | $18.6M | 117.2K | 0.97% | — |
| 41 | S STLD STEEL DYNAMICS INC | $18.5M | 80.7K | 0.96% | — |
| 42 | L LDOS LEIDOS HOLDINGS INC | $18.5M | 179.3K | 0.96% | — |
| 43 | C CAH CARDINAL HEALTH INC | $18.4M | 77.6K | 0.96% | — |
| 44 | T TW TRADEWEB MKTS INC | $18.4M | 184.5K | 0.96% | — |
| 45 | R ROP ROPER TECHNOLOGIES INC | $18.3M | 54.1K | 0.95% | — |
| 46 | S SSNC SS&C TECH HLDGS | $18.2M | 294.1K | 0.95% | — |
| 47 | G GDDY GODADDY INC | $18M | 211.8K | 0.93% | — |
| 48 | T TOL TOLL BROTHERS INC | $17.8M | 108.1K | 0.93% | — |
| 49 | B BBY BEST BUY INC | $17.5M | 231.0K | 0.91% | — |
| 50 | T THC TENET HEALTHCARE CORP | $17.3M | 92.5K | 0.90% | — |